See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,058 | $53,127-81.1% | $86,590-88.4% | $70,131-85.7% |
| Participation rate | 98.0% | 65.3%+32.7pp | 73.5%+24.5pp | 69.5%+28.5pp |
| Annual return | 1.24% | 27.66%-26.4pp | 964.84%-963.6pp | 73.14%-71.9pp |
| Employer contribution / active EE | $500 | $2,068-75.8% | $2,839-82.4% | $2,342-78.7% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $847 | $3,585-76.4% | $4,906-82.7% | $4,645-81.8% |